FP
Fiduciary Planning’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,591
| Closed | -$282K | – | 45 |
|
|
2021
Q4 | $282K | Sell |
6,591
-14,737
| -69% | -$631K | 0.16% | 45 |
|
|
2021
Q3 | $1.1M | Sell |
21,328
-2,090
| -9% | -$107K | 0.58% | 22 |
|
|
2021
Q2 | $1.24M | Sell |
23,418
-11,768
| -33% | -$625K | 1.07% | 22 |
|
|
2021
Q1 | $2.15M | Sell |
35,186
-2,256
| -6% | -$138K | 3.25% | 6 |
|
|
2020
Q4 | $1.75M | Buy |
37,442
+2,078
| +6% | +$96.8K | 2.46% | 15 |
|
|
2020
Q3 | $1.33M | Buy |
35,364
+2,469
| +8% | +$92.6K | 2.19% | 18 |
|
|
2020
Q2 | $1.02M | Buy |
+32,895
| New | +$1.02M | 2.24% | 21 |
|